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NASDAQ:AAOI News 23 December 2025 - 2 February 2026

Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics shares surged 10.2% to $43.61 Friday on volume of about 12 million. A Form 4 filing showed Chief Legal Officer David C. Kuo sold 12,000 shares on Jan. 28 under a pre-arranged plan. The company’s stock is up roughly 25% in January but still posts negative trailing earnings. Investors await the late-February earnings report for further signals.
31 January 2026
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AAOI stock cools in premarket after 21% surge as options heat up and insider files to sell shares

AAOI stock cools in premarket after 21% surge as options heat up and insider files to sell shares

Applied Optoelectronics shares fell 0.6% to $44.95 premarket Thursday after a 21% surge the previous day. Options trading spiked, with call volume quadrupling and implied volatility hitting 116.66%. Insider David Kuo filed to sell 12,000 shares worth about $540,671. Roughly 18% of the float remains short, drawing attention from traders ahead of the next earnings report.
29 January 2026
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Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics shares jumped nearly 18% to $44.05 midday after Oxford Instruments announced a plasma equipment supply deal for AOI’s Texas facility. The agreement supports AOI’s expansion in indium phosphide production for optical transceivers used in AI data centers. Investors also watched the Fed’s policy decision for its impact on tech stocks.
28 January 2026
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Why Applied Optoelectronics (AAOI) stock is down today as tech pulls back

Why Applied Optoelectronics (AAOI) stock is down today as tech pulls back

Applied Optoelectronics (AAOI.O) dropped 14.9% to $32.40 in Thursday afternoon trading, with 6.2 million shares traded and an intraday low of $31.70. The decline followed a broader selloff in tech stocks, leaving the Nasdaq down 0.5% midday. Optical networking peers Ciena, Lumentum, and Coherent also fell sharply. Investors are watching Friday’s U.S. payrolls report and AAOI’s earnings update in late February.
8 January 2026
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Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

Lumentum Holdings shares dropped 7.6% to $356.69 Monday afternoon, leading declines among optical networking stocks as Coherent, Ciena, and Applied Optoelectronics also fell. The selloff followed a sharp rally that brought Lumentum near its December peak, with trading volume at 4.9 million shares by 3:24 p.m. EST. Investors are watching upcoming earnings and industry events for signs of continued AI-driven demand.
5 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

Applied Optoelectronics surged 13.6% to $39.60 Friday, leading gains among optical hardware stocks as investors rotated into AI-infrastructure trades. The company last month reported its first volume order for 800G data-center transceivers and forecast up to $8 million in Q4 revenue from those shipments. Volume production of a new 400-milliwatt pump laser is expected later in 2026.
4 January 2026
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AAOI stock jumps 14% to start 2026 — what’s driving Applied Optoelectronics shares now

AAOI stock jumps 14% to start 2026 — what’s driving Applied Optoelectronics shares now

Applied Optoelectronics shares jumped 13.6% to $39.60 Friday, trading as high as $40.10 on nearly 4.85 million shares. The move put the stock near its 52-week high after the company highlighted strong demand for 800G data-center optics in December. Lumentum, Ciena, and Coherent also closed higher. Traders are watching if AAOI can hold above $40 in the next session.
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum shares climbed 4.3% to $384.31 Friday afternoon, outperforming the broader market as optical and AI hardware stocks rallied. The stock traded between $374.87 and $391.92 during the session. Sector peers Coherent and Ciena also posted gains. Traders are watching for upcoming U.S. jobs and inflation data next week.
2 January 2026
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AAOI stock jumps 13% today as AI optics names rally and short interest stays high

AAOI stock jumps 13% today as AI optics names rally and short interest stays high

Applied Optoelectronics shares jumped 13% to $39.55 in midday trading Friday, following a previous close of $34.86. Short interest stands at 12.7 million shares, about one-fifth of the float, raising short squeeze risk. The company last forecast Q4 revenue of $125 million to $140 million and reported its first major 800G transceiver order in December. Next earnings are expected Feb. 25.
2 January 2026
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Lumentum stock rebounds today after Monday slide as year-end trading stays thin

Lumentum stock rebounds today after Monday slide as year-end trading stays thin

Lumentum shares rose 1.3% to $377.59 in midday trading Tuesday, recovering part of Monday’s 4.65% slide. Trading volume was about 800,000 shares, with the stock moving between $370 and $380.32. Optical-component peers were mixed, as Applied Optoelectronics gained and IPG Photonics slipped. Investors cited thin holiday liquidity and awaited U.S. economic data for direction.
30 December 2025
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Applied Optoelectronics (AAOI) Stock Slips 9% Into the Weekend: Latest News, Analyst Price Targets, and What to Watch Before Monday’s Open

Applied Optoelectronics (AAOI) Stock Slips 9% Into the Weekend: Latest News, Analyst Price Targets, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 3:56 a.m. ET — Market closed Applied Optoelectronics, Inc. (NASDAQ: AAOI) enters the final trading days of 2025 with a familiar calling card: volatility. The fiber-optics supplier finished Friday’s session at $37.17, down 9.34% on the day, after trading as high as $41.38 and as low as $37.03. Volume came in around 3.83 million shares, marking an abrupt reversal after a powerful run that recently pushed the stock toward fresh highs. With U.S. stock markets closed for the weekend, investors now have a full news cycle to digest what’s driving the recent whipsaw in AAOI—and
28 December 2025
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Applied Optoelectronics (AAOI) Stock Weekend Update: Why Shares Fell 9% Friday, Latest News, Analyst Targets, and What to Watch Monday

Applied Optoelectronics (AAOI) Stock Weekend Update: Why Shares Fell 9% Friday, Latest News, Analyst Targets, and What to Watch Monday

NEW YORK, Dec. 27, 2025, 7:54 p.m. ET — Market closed (weekend) Applied Optoelectronics, Inc. (NASDAQ: AAOI) heads into the weekend after a sharp Friday selloff that reminded investors just how volatile “AI data center optics” plays can be—especially after a powerful multi-session run-up. AAOI last closed at $37.17, down $3.83 (-9.34%) from the prior close, with Friday’s action spanning roughly $41.00 (open) down to the $37 area on elevated volatility. AO Inc. Investors+1 With U.S. stock markets closed until Monday’s opening bell, the key question for investors is whether Friday’s drop was a healthy reset after a momentum surge—or
28 December 2025
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Applied Optoelectronics (AAOI) Stock Slides Into the Weekend After Sharp Drop: What Drove the Move, Fresh Analysis, and What to Watch Monday

Applied Optoelectronics (AAOI) Stock Slides Into the Weekend After Sharp Drop: What Drove the Move, Fresh Analysis, and What to Watch Monday

NEW YORK, Dec. 27, 2025, 6:40 a.m. ET — Market closed Nasdaq Applied Optoelectronics, Inc. (NASDAQ: AAOI) heads into the weekend with investors digesting a sharp Friday decline that stood out even in a quiet, post-holiday tape. AAOI finished the Dec. 26 session at $37.17, down about 9.3%, with extended-hours pricing around $37.02 as of 7:59 p.m. ET. MarketBeat The broader market context matters: U.S. stocks ended Friday’s low-volume session nearly unchanged, snapping a short rally as traders took profits and “caught their breath” after the holiday, according to Ryan Detrick, chief market strategist at Carson Group, quoted by Reuters.
27 December 2025
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Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

As of 12:16 p.m. ET in New York on Friday, December 26, 2025, U.S. markets are in the middle of the trading session. In that context, Applied Optoelectronics, Inc. (NASDAQ: AAOI) is having a very “AAOI day”: big move, big volume, big opinions. Around midday, AAOI shares traded near $37.75, down roughly $3.25 (about 7.9%) on the day, after opening around $41.00 and touching an intraday low near $37.65. Meanwhile, broader U.S. benchmarks look comparatively calm—SPY was modestly lower and QQQ was near flat around the same time—setting up a classic “market quiet, single stock loud” tape. So what’s driving
26 December 2025
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Applied Optoelectronics (AAOI) Stock News Today: 800G Hyperscaler Orders, New AI Data Center Laser, and Analyst Price Targets (Dec. 23, 2025)

Applied Optoelectronics (AAOI) Stock News Today: 800G Hyperscaler Orders, New AI Data Center Laser, and Analyst Price Targets (Dec. 23, 2025)

Applied Optoelectronics, Inc. (NASDAQ: AAOI) is back in the spotlight on Tuesday, December 23, 2025, as the company’s stock extends a sharp, volatility-heavy run fueled by artificial-intelligence data center spending and a string of company and Wall Street updates. AAOI traded around the low-$40s in Tuesday’s session after opening near $37.64 and moving as high as roughly $41.9 intraday, with heavy volume compared with its typical activity. StockAnalysis The move follows a multi-day rally: AAOI closed at $29.25 on December 18, $31.32 on December 19, surged to $39.10 on December 22, and closed December 23 at $40.87, according to historical
23 December 2025
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Stock Market Today

Toyota stock price rises on CEO shake-up and higher profit outlook as buyout deadline nears

Toyota stock price rises on CEO shake-up and higher profit outlook as buyout deadline nears

7 February 2026
Toyota shares rose 2% to 3,780 yen Friday after the company raised its full-year profit forecast and announced CFO Kenta Kon will replace CEO Koji Sato on April 1. Third-quarter net revenues climbed 6.8% to 38.087 trillion yen, but North America posted a 5.6 billion yen operating loss. Toyota’s U.S. ADRs closed up 2.9%. The tender offer for Toyota Industries shares closes Feb. 12.
HSBC share price bounces back after BoE split vote — what to watch before Feb 25 results

HSBC share price bounces back after BoE split vote — what to watch before Feb 25 results

7 February 2026
HSBC shares closed up 2.2% at £13.06 on Friday, reversing Thursday’s drop as traders weighed possible Bank of England rate cuts and awaited the bank’s annual results on Feb. 25. The FTSE 100 rose 0.6%, with major UK banks also gaining. HSBC is also preparing to cut some banker bonuses and push out underperformers amid a cost reset. Key UK, U.S., and euro zone economic data are due next week.
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